2024-10-23T14:45:25-05:00 2023-12-31 420714325 RSM US LLP 1001 WATER ST STE 500 TAMPA FL 33602 990PF 2023-01-01 346598971 BURTON D MORGAN FOUNDATION INC BURT 3306551660 22 AURORA ST HUDSON OH 44236 DANIEL HAMPU PRESIDENT/CEO 3306551660 2024-10-21 1 1 KRISTEN BARNETT P01234578 8133162300 2024-10-12 2023 2024-10-15 13:58:12Z X 186139622 X 0 X 4518142 2853146 100 100 100 7682756 34021215 9000091 309342 573968 12510340 12427305 753311 137493 615818 547387 71762 475625 178271 23371 156221 4580 600 3259 52527 6886 45954 1202960 414736 91352 175000 0 0 182666 23948 26315 3450 23701 126555 16048 108130 14050 1842 15441 1168716 26125 1161868 4432338 726261 2697369 6443137 7338937 10875475 726261 10036306 1634865 11701044 108775 73480 73480 3122102 5396398 5396398 227658 168384 227658 227658 46912 46305 46305 50973911 47323884 47323884 7421607 5051691 5051691 108441997 125238620 125238620 5200207 2528679 2663751 2671528 2671528 227667 110058 110058 173175106 186139622 186139622 83697 48623 1859950 964150 227667 110058 2171314 1122831 X 168549817 182828097 2453975 2188694 171003792 185016791 173175106 186139622 171003792 1634865 12378134 185016791 0 185016791 PUBLICLY TRADED SECURITIES 33716807 25008012 8708795 8708795 H.I.G. WHITEHORSE OFFSHORE DIRECT LENDING FUND P 5706 5706 0 0 H.I.G. WHITEHORSE LUXEMBOURG DIRECT LENDING FUND - 2020 P 7406 7406 0 0 CAPITAL GAINS FROM PASSTHROUGHS P 291296 291296 291296 9000091 162645 0 162645 0 162645 223554 0 47000 0 270554 0 107909 107909 0 0 0 0 0 0 0 0 0 1 1 0 1 1 OH 0 0 0 0 0 1 WWW.BDMORGANFDN.ORG DENISE M GRIGGS 3306551660 22 AURORA ST HUDSON OH 44236 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DANIEL J HAMPU 22 AURORA ST HUDSON OH 44236 PRESIDENT/CEO 40.00 335500 37258 0 DENISE M GRIGGS 22 AURORA ST HUDSON OH 44236 VICE PRESIDENT/CFO 40.00 232667 42886 0 RICHARD N SEAMAN 22 AURORA ST HUDSON OH 44236 CHAIRPERSON 2.00 15000 0 0 PATRICK T FINLEY 22 AURORA ST HUDSON OH 44236 TREASURER 2.00 15000 0 0 KEITH A BROWN 22 AURORA ST HUDSON OH 44236 TRUSTEE 2.00 15000 0 0 J MICHAEL HOCHSCHWENDER 22 AURORA ST HUDSON OH 44236 TRUSTEE 2.00 15000 0 0 MARK D ROBESON 22 AURORA ST HUDSON OH 44236 TRUSTEE 2.00 15000 0 0 EDDIE TAYLOR JR 22 AURORA ST HUDSON OH 44236 TRUSTEE 2.00 15000 0 0 JENNIFER L PESHINA 22 AURORA ST HUDSON OH 44236 TRUSTEE 2.00 15000 0 0 ANGELA K EVANS 22 AURORA ST HUDSON OH 44236 SR. PROGRAM OFFICER 40.00 122250 20256 0 EMILY M BEAN 22 AURORA ST HUDSON OH 44236 DIR. OF YOUTH ENTREP 40.00 106129 22846 0 GINA M DOTSON 22 AURORA ST HUDSON OH 44236 GRANTS & COMMUNICATI 40.00 93875 21058 0 MICHELLE B MARCUS 22 AURORA ST HUDSON OH 44236 PROGRAM OFFICER 40.00 84183 19121 0 JEANNE M SILCOX 22 AURORA ST HUDSON OH 44236 EXECUTIVE ASSISTANT 40.00 72264 10293 0 1 HIG CAPITAL 1450 BRICKELL AVE 31ST FLOOR MIAMI FL 44313 ALTERNATIVE INVEST FUND MANAGEMENT 640014 ENTREPRENEURSHIP POLICY ADVISORS 475J ARSENAL COURT WATERTOWN MA 02472 CONSULTING 410000 WONDERKILN LLC 526 S MAIN ST SUITE 9X AKRON OH 44311 PLATFORM DEVELOPMENT 185413 CLEARSTEAD 1100 SUPERIOR AVE EAST SUITE 700 CLEVELAND OH 44114 INVESTMENT CONSULTANT 105788 BROADLEAF PARTNERS LLC 9 AURORA STREET SUITE 5 HUDSON OH 94598 INVESTMENT MANAGER 94598 11 THE FOUNDATION SUPPORTS AND ASSISTS WITH STAFFING SCALERATOR NEO. THE SIX-MONTH EDUCATIONAL PROGRAM PROVIDES PRACTICAL SALES AND MARKETING, ORGANIZATIONAL DEVELOPMENT AND ENTREPRENEURS ON THE 3 CS OF GROWTH - CUSTOMERS, CAPACITY, AND CASH. THE COHORT LEARNING EXPERIENCE IS LED BY A FACULTY OF ENTREPRENEURSHIP EDUCATION EXPERTS INCLUDING MBA'S, PH.D.'S, AND OTHER DISTINGUISHED ACADEMIANS AND PRACTITIONERS. 494251 MORGAN FOUNDATION SUPPORTS ENTREPRENEURSHIP EDUCATION FOR YOUTH THROUGH A MARKET-BASED PLATFORM ON WHICH EDUCATORS DECIDE WHAT IS FUNDED USING A POINTS-BASED SYSTEM. THROUGH YIPPEE EXCHANGE, HIGH-QUALITY PRODUCTS ARE AVAILABLE ON THE SITE; EDUCATORS USE POINTS TO PURCHASE THEM; AND PROVIDERS ARE PAID BASED ON WHAT EDUCATORS BUY. THE MARKETPLACE BUILDS STUDENT SKILLS AND EXPOSES STUDENTS TO ENTREPRENEURS IN THEIR COMMUNITIES. 422460 THE FOUNDATION HAS PARTNERED WITH THE EDWARD LOWE FOUNDATION TO PROVIDE EDUCATIONAL PROGRAMMING TO ACCELERATE SUCCESS FOR SECOND-STAGE BUSINESSES. THE PROGRAMS FOCUS ON PEER LEARNING, LEADERSHIP EDUCATION, AND STRATEGIC INFORMATION. THE TWO FOUNDATIONS SHARE A MISSION TO CHAMPION FREE ENTERPRISE AND ENTREPRENEURSHIP 26500 THE FOUNDATION PROVIDES TECHNICAL ASSISTANCE TO FIVE HIGHER EDUCATION INSTITUTIONS WITH IMPLEMENTING AND MAINTAINING THEIR NEOLAUNCHNET PROGRAMS. NEOLAUNCHNET IS A REGIONAL SIGNATURE INITIATIVE THAT SEEKS TO INSPIRE A CULTURE OF INNOVATION ON COLLEGE AND UNIVERSITY CAMPUSES, BUILDING UPON THE UNIQUE ASSETS AND STRENGTHS OF EACH SCHOOL, AND SPARKING THE ENTREPRENEURIAL MINDSET IN ENTERPRISING STUDENTS. THE FOUNDATION STAFF FACILITATES AND COORDINATES THE PROGRAM IN NORTHEAST OHIO. 19378 0 121768834 10408791 42687330 174864955 0 0 174864955 2622974 172241981 8612099 8612099 162645 162645 8449454 0 8449454 0 8449454 10036306 0 178553 10214859 8449454 844834 0 0 10214859 844834 0 0 8449454 920571 0 0 920571 0 0 0 0 0 0 0 920571 920571 FOUNDATION ONLY ACCEPTS ONLINE APPL WWWBDMORGANFDNORG/APPLY HUDSON OH 44236 3306551660 SEE FORMAT AT WWW.BDMORGANFDN.ORG/APPLY SEE DEADLINES AT WWW.BDMORGANFDN.ORG/DEADLINES SEE RESTRICTIONS AT WWW.BDMORGANFDN.ORG/GRANT-FOCUS ACCESS INC 230 W MARKET ST AKRON OH 44303 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 20000 ACCESS INC 230 W MARKET ST AKRON OH 44303 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 25000 ADAPTIVE SPORTS PROGRAM OF OHIO 2148 EAGLE PASS SUITE C WOOSTER OH 44691 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 25000 AKRON ZOOLOGICAL PARK 500 EDGEWOOD AVE AKRON OH 44307 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 10000 AKRON-CANTON REGIONAL FOODBANK 350 OPPORTUNITY PKWY AKRON OH 44307 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 5000 ALLEGHENY COLLEGE 520 N MAIN ST MEADVILLE PA 16335 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 25000 ANIMAL WELFARE LEAGUE OF TRUMBULL COUNTY PO BOX 66 VIENNA OH 44473 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 500 ARTISTS ARCHIVES OF THE WESTERN RESERVE 1834 E 123RD STREET CLEVELAND OH 44106 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 1000 ASHLAND UNIVERSITY 401 COLLEGE AVE ASHLAND OH 44805 PC FOR CONTENT CREATION AND FOR ENTREPRENEURSHIP AND FREE ENTERPRISE PROGRAMMING IN 2023-24 145000 ASHLAND UNIVERSITY 401 COLLEGE AVE ASHLAND OH 44805 PC TO SUPPORT MICROGRANTS IN 2023 19000 ASSOCIATION OF FUNDRAISING PROFESSIONALS NORTHEAST OHIO CHAPTER PO BOX 1286 BATH OH 44210 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 500 AVIVA (SARASOTA-MANATEE JEWISH HOUSING COUNCIL) 1951 N HONORE AVENUE SARASOTA FL 34235 PC FOR THE FUND FOR CAREGIVERS, IN MEMORY OF IRENE D. SEAMAN 1000 BALDWIN WALLACE UNIVERSITY 275 EASTLAND RD BEREA OH 44017 PC TO SUPPORT NEOLAUNCHNET PROGRAMMING IN 2023-24 140000 BE A BETTER ME FOUNDATION 901 TUSCARAWAS STREET E CANTON OH 44707 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 15000 BOUNCE INNOVATION HUB 526 S MAIN ST AKRON OH 44311 PC TO SUSTAIN EXISTING PROGRAMMING AND TO PURCHASE EQUIPMENT / OUTFIT CLASSROOMS 544000 BRITE 125 W MARKET ST WARREN OH 44481 PC TO SUPPORT ACTIVITIES OF BRITENETWORK IN 2023-24 100000 CAMPAIGN FOR HUMAN RIGHTS INC 137 MONTAGUE STREET BROOKLYN NY 11201 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 15000 CANDID 32 OLD SLIP 24TH FL NEW YORK NY 10005 PC FOR OPERATING SUPPORT OF THE CANDID MIDWEST REGION 7500 CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVE CLEVELAND OH 44106 PC TO SUPPORT MICROGRANTS IN 2023 30000 CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVE CLEVELAND OH 44106 PC TO SUPPORT NEOLAUNCHNET PROGRAMMING IN 2023-24 130000 CASE-BARLOW BICENTENNIAL FARM 1931 BARLOW RD HUDSON OH 44236 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 1500 CENTER FOR CHRISTIAN VIRTUE PO BOX 2945 COLUMBUS OH 43216 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 2000 CHAIR-ITY INC 200 PUBLIC SQUARE 3270 CLEVELAND OH 44114 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 12500 CHILDREN'S ADVOCACY CENTER OF PORTAGE COUNTY 6847 N CHESTNUT ST RAVENNA OH 44266 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 25000 CHIPPEWA LAKE WATER SKI SHOW TEAM PO BOX 217 CHIPPEWA LAKE OH 44215 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 15000 CINCINNATI PLAYHOUSE IN THE PARK 962 MT ADAMS CIRCLE CINCINNATI OH 45202 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 2000 CINCINNATI SCHOLARSHIP FOUNDATION 324 E 4TH STREET CINCINNATI OH 45202 PC FOR THE ODELL OWENS SCHOLARSHIP FUND 2000 CINCINNATI YOUTH COLLABORATIVE 301 OAK STREET CINCINNATI OH 45219 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 2000 CITY OF HUDSON 1140 TEREX RD STE 400 HUDSON OH 44236 GOV TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 1200 CLEVELAND STATE UNIVERSITY FOUNDATION 2121 EUCLID AVE CLEVELAND OH 441152214 PC TO SUPPORT ENTREPRENEURSHIP PROGRAMMING IN 2023-24 70000 CLEVELAND STATE UNIVERSITY FOUNDATION 2121 EUCLID AVE CLEVELAND OH 441152214 PC TO SUPPORT MICROGRANTS IN 2023 20000 COLLEGE NOW GREATER CLEVELAND INC 1500 W 3RD ST CLEVELAND OH 441142321 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 5000 COLLEGE NOW GREATER CLEVELAND INC 1500 W 3RD ST CLEVELAND OH 441142321 PC FOR THE JIMMY MALONE SCHOLARSHIP PROGRAM 5000 COMMUNITY INITIATIVES 1000 BROADWAY STE 480 OAKLAND CA 94607 PC FOR OPERATING SUPPORT FOR ENTREPRENEURSHIP FUNDERS NETWORK 20000 CONSERVANCY FOR CUYAHOGA VALLEY NATIONAL PARK 1403 WEST HINES HILL ROAD PENINSULA OH 44264 PC FOR THE RIVER ACCESS IMPROVEMENT PROJECT 25000 COUNCIL OF FRIENDS GROUPS OF AKRON-SUMMIT COUNTY PUBLIC LIBRARY 430 LISBON DR TALLMADGE OH 44278 PC FOR ENTREPRENEURSHIP PROGRAMMING 10000 CUYAHOGA COMMUNITY COLLEGE FOUNDATION 700 CARNEGIE AVENUE CLEVELAND OH 44115 PC FOR THE WILLIAM H. GARY WORKFORCE TRAINING SCHOLARSHIP FUND 2000 CUYAHOGA COMMUNITY COLLEGE FOUNDATION 700 CARNEGIE AVENUE CLEVELAND OH 44115 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 1000 CUYAHOGA COUNTY PUBLIC LIBRARY 2111 SNOW ROAD CLEVELAND OH 44134 PC TO SUPPORT AN INNOVATION CENTER AT CCPL-SOLON BRANCH 100000 DESTINATION HUDSON 27 E MAIN ST HUDSON OH 44236 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 6000 DO IT FOR JAMES FOUNDATION PO BOX 2128 STREETSBORO OH 44241 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 500 DOMESTIC VIOLENCE PROJECT INC PO BOX 9459 CANTON OH 44711 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 15000 DOWNTOWN AKRON PARTNERSHIP 103 S HIGH ST 4TH FL AKRON OH 44308 PC TO SUPPORT THE START DOWNTOWN PROGRAM 20000 DOWNTOWN ARTS THEATER PO BOX 1717 116 EAST SOUTH STREET WOOSTER OH 44691 PC FOR THE LYRIC THEATER RENOVATION PROJECT IN 2022-2023 50000 ECONOMIC GROWTH FOUNDATION 1240 HURON ROAD E CLEVELAND OH 44115 PC TO SUPPORT THE LAUNCH OF MAP LAB IN 2023-25 130000 EFFECTIVE LEADERSHIP ACADEMY 4480 RICHMOND RD WARRENSVILLE HEIGHTS OH 44128 PC FOR THE 2023-24 CHAMBER LEADERSHIP ACADEMY 3000 EMMANUEL CHRISTIAN ACADEMY 350 S PORTAGE PATH AKRON OH 44320 PC FOR ENTREPRENEURSHIP PROGRAMMING 20000 ENTREPRENEURS ORGANIZATION OF CLEVELAND 6253 N APPLECROSS ROAD CLEVELAND OH 44143 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 3000 FAMICOS FOUNDATION INC 1325 ANSEL ROAD CLEVELAND OH 44106 PC FOR A YOUTH EMPLOYMENT PROGRAM 5000 FARE-CLE COMMUNITY FUND INC 33055 SHADOWBROOK SOLON OH 44139 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 300 FIRST CONGREGATIONAL CHURCH OF HUDSON 47 AURORA ST HUDSON OH 44236 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 10000 FIRST EVANGELICAL CONGREGATIONAL CHURCH 369 EAST WOODSDALE AVENUE AKRON OH 44301 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 500 FOOD BANK CONTRA COSTA AND SOLANO 4010 NELSON AVENUE CONCORD CA 94520 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 50000 FORCE - FACING OUR RISK OF CANCER EMPOWERED 16057 TAMPA PALMS BLVD W TAMPA FL 33647 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 250 FRIENDS OF THE WOOSTER SYMPHONY ORCHESTRA 240 E BEVERLY ROAD WOOSTER OH 44691 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 10000 FUND FOR OUR ECONOMIC FUTURE OF NORTHEAST OHIO 4415 EUCLID AVE STE 202 CLEVELAND OH 44103 PC FOR OPERATING SUPPORT AND JOB CREATION AND/OR ENTREPRENEURIAL SUPPORT ACTIVITIES 230000 FUSION CHURCH 220 INDUSTRIAL DRIVE MANSFIELD OH 44904 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 1000 GENDERSPHERE 3583 INGLESIDE ROAD BEACHWOOD OH 44122 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 700 GENDERSPHERE 3583 INGLESIDE ROAD BEACHWOOD OH 44122 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 12500 GIRLS ON THE RUN EAST CENTRAL OHIO 237 TUSCARWAS STREET W CANTON OH 44702 PC FOR SCHOLARSHIPS FOR GIRLS TO PARTICIPATE IN THE PROGRAM 10000 GRACE HOUSE AKRON INC 475 NORTH HOWARD STREET AKRON OH 44310 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 25000 GREATER AKRON CHAMBER FOUNDATION 388 S MAIN STREET AKRON OH 44311 PC TO SUPPORT THE BUSINESS RESOURCE NAVIGATOR AND THE POLYMER CONNECTIVITY CLUSTER 41752 GREATER AKRON MUSICAL ASSOCIATION 92 N MAIN STREET AKRON OH 44308 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 25000 GREATER CINCINNATI TELEVISION EDUCATIONAL FOUNDATION 1223 CENTRAL PARKWAY CINCINNATI OH 45214 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 2000 GREATER CLEVELAND SPORTS COMMISSION 334 EUCLID AVE CLEVELAND OH 44114 PC TO SUPPORT PAID INTERNSHIPS AT GREATER CLEVELAND SPORTS COMMISSION FOR STUDENTS OF COLOR IN 2024 10000 GREATER TOLEDO COMMUNITY FOUNDATION 300 MADISON AVENUE SUITE 1300 TOLEDO OH 43604 PC FOR PAMS FUND, WHICH WAS ESTABLISHED IN MEMORY OF PAM HOWELL-BEACH 500 GROWTH OPPORTUNITY PARTNERS 6001 EUCLID AVENUE SUITE 100 CLEVELAND OH 44103 PC TO CREATE A FUND THAT AIMS TO FOSTER EQUITABLE ECONOMIC GROWTH IN UNDERSERVED OHIO COMMUNITIES BY OFFERING CREDIT ENHANCEMENT THROUGH CASH COLLATERAL LOAN GUARANTEES 500000 HAWAII COMMUNITY FOUNDATION 827 FORT STREET MALL HONOLULU HI 96813 PC FOR THE MAUI STRONG FUND 20000 HEALTHNETWORK FOUNDATION 3350 LANDER ROAD SUITE 225 CLEVELAND OH 44124 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 10000 HEALTHY HEARTS AND PAWS PROJECT 384 COLLAR PRICE RD SE BROOKFIELD OH 44403 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 500 HEBREW FREE LOAN ASSOCIATION 1422 EUCLID AVENUE SUITE 400 CLEVELAND OH 44115 PC FOR BUSINESS LENDING IN NORTHEAST OHIO 150000 HIRAM COLLEGE PO BOX 67 HIRAM OH 442340067 PC TO SUPPORT CENTER FOR INTEGRATED ENTREPRENEURSHIP ACTIVITIES 43000 HUDSON CITY SCHOOL DISTRICT 76 N HAYDEN PKWY HUDSON OH 44236 GOV TO SUPPORT HUDSON HIGH SCHOOL CLUBS 15000 HUDSON CITY SCHOOL DISTRICT 76 N HAYDEN PKWY HUDSON OH 44236 GOV TO SUPPORT HUDSON MIDDLE SCHOOL CLUBS 10000 HUDSON COMMUNITY FIRST 49 E MAIN ST HUDSON OH 44236 PC FOR THE CAREER PANEL AND INTERN FOR A DAY PROGRAM 6000 HUDSON COMMUNITY FOUNDATION 49 E MAIN ST HUDSON OH 44236 PC FOR THE HUDSON BANDSTAND FUND SUMMER CONCERT SERIES 2500 HUDSON COMMUNITY FOUNDATION 49 E MAIN ST HUDSON OH 44236 PC FOR THE HUDSON DEI ALLIANCE 2500 HUDSON COMMUNITY FOUNDATION 49 E MAIN ST HUDSON OH 44236 PC FOR THE VINCENT WILLIAM BARAN CHARITABLE FUND 6000 HUDSON COMMUNITY SERVICE ASSOCIATION PO BOX 1472 HUDSON OH 44236 PC FOR THE HELPING HANDS ASSISTANCE FUND 8000 HUDSON FARMERS MARKET PO BOX 1073 HUDSON OH 44236 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 5000 HUDSON HERITAGE ASSOCIATION PO BOX 2218 HUDSON OH 44236 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 250 HUDSON JOB SEARCH 7666 HUDSON PARK DR HUDSON OH 44236 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 7500 HUDSON LIBRARY AND HISTORICAL SOCIETY 96 LIBRARY ST HUDSON OH 44236 PC TO SUPPORT PROGRAMMING FOR THE BURTON D. MORGAN ENTREPRENEURSHIP CENTER INCLUDING GLOBAL ENTREPRENEURSHIP WEEK PROGRAMMING IN HUDSON 60000 HUDSON MONTESSORI SCHOOL 7545 DARROW RD HUDSON OH 44236 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 5000 HUDSON ROTARY FOUNDATION INC PO BOX 323 HUDSON OH 44236 PC FOR THE SCHOLARSHIP FUND 1000 HUDSON-LANDSBERG SISTER CITY PO BOX 1382 HUDSON OH 442360882 PC FOR THE CHRISTKINDLMARKT EVENT IN 2023 5000 IDEASTREAM PUBLIC MEDIA 1375 EUCLID AVE CLEVELAND OH 44115 PC TO SUPPORT REGIONAL BUSINESS STORYTELLING EFFORTS 70000 INSPIRING MINDS PO BOX 8512 WARR OH 44484 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 1000 IRAN HUMAN RIGHTS DOCUMENTATION CENTER 129 CHURCH STREET SUITE 423 NEW HAVEN CT 06510 PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 15000 JOHN CARROLL UNIVERSITY 1 JOHN CARROLL BLVD UNIVERSITY HEIGHTS OH 44118 PC TO SUPPORT MICROGRANTS IN 2023 20000 JOHN CARROLL UNIVERSITY 1 JOHN CARROLL BLVD UNIVERSITY HEIGHTS OH 44118 PC TO SUPPORT NEOLAUNCHNET PROGRAMMING IN 2023-24 160000 JUMPSTART INC 6701 CARNEGIE AVE STE 100 CLEVELAND OH 44103 PC TO SUPPORT BURTON D. 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WHITEHORSE LUXEMBOURG LOAN FEEDER FUND FMV 13292343 13292343 BALDWIN HOUSE 14493 5827 8666 BALDWIN HOUSE 47482 19092 28390 WELTY RENOVATIONS - BALDWIN HOUSE 35000 14073 20927 CONSTRUCTION COSTS 128697 51747 76950 BALDWIN HOUSE - LANDSCAPING 5588 5588 0 LANDSCAPING - BH 11579 11579 0 CONSTRUCTION COSTS 21730 8737 12993 BALDWIN HOUSE - ARCH SERVICES 455 183 272 WATER METER 675 675 0 LANDSCAPE ARCH DESIGN - BH 1125 1125 0 ARCH SERVICES 982 395 587 BALDWIN HOUSE 324 130 194 CONSTRUCTION COSTS 17521 7045 10476 DOOR, HARDWARE AND INSTALLATION 2234 884 1350 BH THRESHOLD BASEMENT 455 177 278 EXTERIOR LAMPS AND WIRING 731 731 0 BALDWIN HOUSE EXTERIOR PAINTING 1710 656 1054 IMPROVEMENTS 1652 592 1060 NEW FUNERAL DOOR 3720 775 2945 EXTERIOR LIGHTS 1039 1039 0 PARKING LOT SIGNS 1086 1086 0 BUILING - PURCHASE AND COSTS 798176 345876 452300 ARCHITECT FEES 120903 52391 68512 ARCHITECT FEES 75387 32668 42719 BATH SPECIALITIES (WELTY - ITEM NO. 9) 4031 4031 0 GRADING & EARTHWORK (WELTY - ITEM NO. 14) 141413 141413 0 SITE UTILITIES (WELTY - ITEM NO. 15) 17573 17573 0 CONCRETE PAVING (WELTY ITEM NO. 21/22) 14757 14757 0 FLOORING (WELTY ITEM NO. 35/CO9/CO17) 74670 74670 0 FIRE EXTINGUISHERS (WELTY ITEM NO. 38/39) 758 758 0 WINDOW TREATMENTS (WELTY ITEM NO. 41) 9718 9718 0 SECURITY SYSTEM (WELTY ITEM NO. 49/CO18) 17876 17876 0 TOILET SEAT COVERS (WELTY ITEM NO. CO3) 201 201 0 SITE CONCRETE (WELTY ITEM NO. CO6) 17040 17040 0 CONCRETE EXTRAS (WELTY ITEM NO. CO11) 3502 3502 0 MIRRORS (WELTY ITEM NO. CO21/CO25) 939 939 0 RENOVATIONS 22 AURORA ST. 1796368 778426 1017942 KITCHEN BACKSPLASH 1486 1486 0 SIGNAGE - LOBBY & RESTROOM 6266 6266 0 ARCHITECTURAL SERVICES 12090 4987 7103 REAR STAIRWELL DOOR 2933 1173 1760 BASEMENT DEHUMIDIFIER 2059 806 1253 SEWAGE PUMP - BASEMENT 1563 612 951 TELEPHONE LINES 2562 982 1580 ROOF RESTORATION / SIDING REPLACMENT 10900 10598 302 BLDG FINAL PAYMENT 5000 1625 3375 PLASTIC VAPOR BARRIER FOR CRAWL SPACE 1100 776 324 HVAC EXPANSION TANK 2150 1529 621 HVAC COMPRESSOR 3063 1923 1140 PRISM II SOFTWARE CONVERSION 1913 1466 447 HVAC ZONE CONTROLLER ZONE 5 1304 989 315 VIDEO INTERCOM DOOR SYSTEM 3490 1474 2016 HOT WATER TANK - BASEMENT 2051 1111 940 HEAT EXCHANGER UNIT 5100 1700 3400 GARDENS LIMITED-LANSCAPING 11772 11772 0 GARDENS LIMITED-LANDSCAPING 10365 10365 0 GARDENS LIMITED-LANSCAPING 23819 23819 0 GARDENS LIMITED-LANSCAPING 3850 3850 0 GARDENS LIMITED-LANDSCAPING 2460 2460 0 GARDENS LIMITED-LANDSCAPING 1489 1489 0 GARDENS LIMITED 18810 18810 0 WROUGHT IRON FENCE AND MISC 6666 6666 0 INSTALL CUT STONE IN FOUNTAIN 2552 2552 0 2 BENCHES IN COURTYARD 1128 1128 0 SANDSTONE STEPS IN COURTYARD 4220 2414 1806 SUNCREST GARDENS - FRONT BED LANDSCAPING 6876 3358 3518 LANDSCAPE PLANTS 1884 1162 722 COURTYARD STONEWORK AND CONCRETE PLANTER 2542 226 2316 COMPUTER MONITOR - (SKL -2) 169 169 0 BROMELKAMP EGRANT SOFTWARE MODULE 11313 11313 0 SKL - MONITOR 151 151 0 GMD MONITOR 139 139 0 FIRST PEARL LICENSE (4) 1220 1220 0 TRIPP-LITE RACKMOUNT KVM CONSOLE 679 679 0 WIRELESS UPGRADE 3797 3797 0 BACKUP ISP 1199 1199 0 IPAD AIR 2 - DDH 750 750 0 SERVER SWITCH UPGRADE 11466 11466 0 IPAD AIR 3 DMG 678 678 0 NEOLAUNCHNET SOFTWARE PLATFORM 63960 63960 0 DELL LATTITUDE LAPTOP SPARE 989 989 0 CISCO MERAKI FIREWALL UPGRADE 3620 3620 0 D. GRIGGS MONITORS (2) 358 358 0 AKOYA GRANTS MGMT PLATFORM 5715 5715 0 EGRANT BUILDER PLATFORM 2500 2500 0 VUB LAPTOP LATITUDE 5580 1923 1923 0 ADD'L CONFIGURATION TO NLN PLATFORM 1950 1723 227 ADDN TO NLN PLATFORM FOR JCU 1125 956 169 ADD'L CONFIGURATION TO AKOYA PLATFORM 4781 4781 0 ADD'L CONFIGURATION TO EGRANT PLATFORM 960 960 0 2ND ADD'L CONFIGURATION TO AKOYA PLATFORM 5325 5325 0 LATITUDE E5590 LAPTOP EBW & SETUP 2120 2120 0 OPTIPLEX 5060 DESKTOP DMG & SET UP 1580 1580 0 ACCESS UPGRADE TO DOORS.NET 2083 2083 0 LATITUDE 5500 LAPTOP AKE 1667 1574 93 LATITUDE 5500 LAPTOP GMD 1667 1574 93 LATITUDE 5500 LAPTOP DDH 1667 1574 93 DELL LATITUDE 5500 SVR LAPTOP DMG 1709 1424 285 SHAREPOINT SERVER MIGRATION 10163 3457 6706 LATITUDE 5520 LAPTOP VUB 1709 1709 0 LATITUDE 5520 LAPTOP INNOVATION RM 1704 1704 0 OPTIPLEX DESKTOP TOWER - SNP 895 448 447 DELL LATITUDE 5520 LAPTOP - JMS 1885 942 943 DELL LATITUDE 5520 LAPTOP - EB 1885 942 943 SHAREPOINT MIGRATION PHASE II 4840 1130 3710 LATITUDE 5531 LAPTOP DJH 2544 424 2120 OPTIPLEX 3000 DESKTOP JMS 920 154 766 LAPTOP 5530 AKE 1820 506 1314 LAPTOP 5530 GMD 1820 506 1314 DESKTOP 5000 DMG 971 270 701 DELL LATITUDE 5540 LAPTOP SNP 1576 88 1488 DELL LATITUDE 5540 LAPTOP MBM 1576 88 1488 DELL LATITUDE 5540 LAPTOP TBD 1576 88 1488 NETWORK UPGRADE 2550 0 2550 FURNITURE 1925 1925 0 FURN 3844 3844 0 CHAIRS-FOREMOST 1394 1394 0 FILE CABINETS-FOREMOST 1003 1003 0 FILE CABINET 1306 1306 0 DESK - BREWSTER STROUD 952 952 0 FURNITURE 1740 1740 0 FILE CABINET 1306 1306 0 PORTRAIT 30 X 24 3400 3400 0 LATERAL FILE 1494 1494 0 FIREKING FILE 1574 1574 0 FURNITURE 799 799 0 FURNITURE 10757 10757 0 CREDENZA 220 220 0 OFFICE FURNISHINGS 404 404 0 FILE CABINET 886 886 0 PRINTER STAND/STORAGE 868 868 0 DDH TABLE 536 536 0 DDH TABLE/DESK 535 535 0 BONFOEY - ARTWORK 4440 4440 0 BDM PORTRAIT 3400 3400 0 WINDSOR CHAIRS 5023 5023 0 MAINE COTTAGE 453 453 0 INTERSTATE 4726 4726 0 FURNITURE 61600 61600 0 CHEST 2100 2100 0 MAPLE SERVER 750 750 0 ROCKWELL PRINT 7050 7050 0 CREDENZA 1389 1389 0 FURNITURE 1184 1184 0 FRAMING 1414 1414 0 FURNITURE 12059 12059 0 FURNITURE 87605 87605 0 ROCKWELL PRINT-DOWNHILL RACER 3850 3850 0 WARWICK COMMUNICATIONS 53509 53509 0 ROSE UPHOLSTRY - CHAIR 870 870 0 BOARDROOM CREDENZA 1437 1437 0 BLUE SIDEBOARD - KITCHEN 3812 3812 0 FRAMING DENISON 450 450 0 FRAMING DOWNHILL RACER 527 527 0 ROCKWELL PRINT EXTRA GOOD BOYS & GIRLS 10050 10050 0 UPHOLSTERY MR. MORGAN'S CHAIRS 1700 1700 0 FRAMING ROCKWELL SANTA 1301 1301 0 FRAMING PURDUE 905 905 0 REPROGRAMMING BOARD ROOM EQUIPMENT 3900 3900 0 JCVN OFFICER CHAIR 1453 1453 0 DMG OFFICE CHAIR 1453 1453 0 MEE CREDENZA 2169 2169 0 BDM PORTRAIT-MITSUNO ISHII REEDY 6500 6500 0 FRAMING LEWIS & REEDY 415 415 0 CAD DOCUMENTATION 900 900 0 HUANG ARTWORK & FRAMING 262 262 0 CHUCK KOVACIC ARTWORK & FRAMING 223 223 0 NORMAN ROCKWELL "AMERICA MARCHES FORWARD" 4050 4050 0 FRAMING "AMERICA MARCHES FORWARD" 594 594 0 2 DRAWER LATERAL FIRE KING FILE 1395 1395 0 2 DRAWER LATERAL FIRE KING FILE 1395 1395 0 CHENOWETH PORTRAIT 1262 1262 0 NORMAN ROCKWELL "HIGH DIVE" 6500 6500 0 FRAMING "HIGH DIVE" 1890 1890 0 NORMAN ROCKWELL "COUNTY AGRICULTURE AGENT" 6000 6000 0 FRAME FOR ROCKWELL - COUNTY AG 1673 1673 0 FOUNTAIN PAINTING AND FRAM 900 900 0 BDFM BLDG PAINTING "ARTWORK" 550 550 0 SHADOWBOX FOR GLIDER SUIT 2575 2575 0 GMD TASK CHAIR 526 526 0 PHONE SYSTEM EQUIP - ROUTER & TRUNK 1404 1252 152 INNOVATION RM FURNISHINGS (DOWN PYMT) 14503 11240 3263 P. KELLEY 38TH STREET PAINTING 6000 4800 1200 BDM PORTRAIT (FARR) 3400 2380 1020 ARTWORK "PLAYGROUND" HARRIET MORORE BALLARD 6000 4650 1350 WIRELESS POLYCOM PHONE 1450 1450 0 INNOVATION ROOM FURNISHNGS - 2ND PYMT 13068 10128 2940 SECURITY AIRPHONE - INNOVATION RM 965 748 217 GAULT PORTRAIT 1000 733 267 INNOVATION FURNITURE FINAL PAYMENT 1435 1064 371 MODULAR PANELS - LIBRARY/OFFICE 1650 1210 440 FRAME - GAULT PORTRAIT 441 323 118 FRAME FOR BDM PORTRAIT (FARR) 565 396 169 DIGITAL SIGNAGE SYSTEM 3349 1981 1368 TOSHIBA PHONE SYSTEM AND INSTALLATIN 15747 9580 6167 WORKROOM A/C UNIT AND ROOF CONDENSER 9760 4717 5043 SECURITY CAMERA UPGRADE 3975 1889 2086 CELLULAR COMMUNICATOR FOR SECURITY SYSTEM 1260 599 661 HERMAN MILLER EMBODY CHAIR JMS 935 343 592 BARCO WIRELESS PRESENTATION SYSTEM INNOV RM 4054 1452 2602 ERBAUGH PORTRAIT & FRAMING 1659 553 1106 DEHUMIDIFIER FOR VAULT ROOM IN BASEMENT 3920 1241 2679 BOILER PUMPS AND MOTORS 4041 561 3480 CPW5V-22 SEWER EJECTION PUMP 2286 254 2032 BOARDROOM AND INNOV RM AV EQUIPMENT 33671 10101 23570 BOARDROOM MEETING CAMERA 1636 436 1200 DDH PORTRAIT AND FRAMING 2053 137 1916 ARCHITECT FEES 24039 4658 19381 TECH DESIGN & INSTALL 4811 932 3879 REMODEL - RUHLIN PYMT 1 36011 6977 29034 REMODEL RUHLIN PAYMENT 2 65578 12705 52873 DATA AND PHONE CABLING 1264 245 1019 RUHLIN REMODEL - PAYMENT 3 70408 13641 56767 RUHLIN REMODEL - FINAL PAYMENT 16774 3250 13524 YIPPEE PLATFORM V.1 199810 104535 95275 YIPPEE PLATFORM V.2 163970 32082 131888 YIPPEE PLATFORM V.3 160413 0 160413 LEGAL FEES 4580 600 3259 457(B) PLAN INVESTMENTS 227667 110058 110058 DIRECT PROGRAM EXPENSE 969447 0 969447 OFFICE SERVICES 81951 10744 90115 MAINTENANCE 50398 6607 44404 INSURANCE 37164 4872 32292 DUES & SUBSCRIPTIONS 17174 2252 14710 OFFICE SUPPLIES 8755 1148 7607 MISCELLANEOUS EXPENSE 1777 233 1512 WEBSITE 2050 269 1781 PARTNERSHIP INCOME 307606 772825 307606 CLASS ACTION SETTLEMENTS 1736 1736 1736 LESS: UBI ACTIVITY FROM PASSTHROUGHS -200593 UNREALIZED GAINS 12378134 457(B) PLAN LIABILITIES 227667 110058 CONSULTING 97285 12754 91352 CUSTODIAL FEES 32731 32731 0 HARRISON STREET FEES 63679 0 0 HIG FEES - 2016 82487 0 0 HIG FEES - 2020 (LUXEMBOURG) 557527 0 0 INV MGT FEES 263463 263463 0 INVESTMENT CONSULTING FEES 105788 105788 0 EXCISE TAXES 175000 0 0